How to Activate and Deactivate Approval Delegation

This tutorial outlines how to turn on and off Approval Delegation mode. Only users with Manage Users access under Settings will be able to delegate for an alternate user. The delegator and delegate should both have Approver roles.

How to delegate your Approvals

Click your name at the top right corner and click Account

Select the Approver Delegation tab

Select Delegate

Input Assign to, Date, and an Optional Message

Select Submit

How to delegate an alternate users Approvals

Go to Settings → Manage Users.

Find select the delegator's name.

Go to Approver Settings tab.

Select the Delegate button.

Toggle the switch ON to Move the users Currently Pending Approval order

Select the user you wish to Delegate to

Submit your changes

How to deactivate delegation mode for an alternate user

Select Settings

Select Manage Users

Select the delegator (The person who is/will be away from the office)

Select Approver Settings

Select Cancel Delegation

To deactivate delegation if you're the delegator select Cancel Delegation top right